Real Estate Investment

Business

Tesla Shifts Gears: Fremont Factory Retooled for Optimus Robots as $2 Billion Bet on xAI Fuels AI Ambitions

Tesla is pivoting its core strategy, phasing out legacy Model S and X production to mass-manufacture Optimus humanoid robots and deepening its commitment to artificial intelligence with a major investment in Elon Musk's xAI. This strategic realignment signals a future where the company's identity may evolve from electric vehicle pioneer to a broader AI and robotics powerhouse.

Jan 30, 2026

Business

PennyMac Mortgage Trust's Valuation Puzzle: Profits Surge as Revenue Falls

PennyMac Mortgage Investment Trust (PMT) posted a strong Q4 profit of $52.36 million, defying a significant year-over-year revenue drop. This mixed performance has fueled a 12% stock rally over 90 days, raising questions about whether the current share price accurately reflects the company's future in a volatile mortgage market.

Jan 30, 2026

Business

California's Housing Crunch: In Major Metros, Mortgages Now Devour Over Half of Paychecks

A new analysis reveals the stark reality of homeownership in California, where residents in its largest cities are spending a historically high share of income on housing, pushing the dream of owning a home out of reach for many.

Jan 30, 2026

Business

Bread Financial Caps 2025 with Strong Growth, Eyes Further Diversification and Tech Investment

Bread Financial (NYSE: BFH) delivered robust fourth-quarter and full-year 2025 results, meeting expectations through strategic partner expansions, improved credit health, and strengthened capital positioning. Management outlines a 2026 roadmap focused on sustainable growth, deposit mix optimization, and leveraging AI across operations.

Jan 30, 2026

Business

Blackstone Caps Record Year with $1.3 Trillion in Assets, Sees Capital Markets Thaw

The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.

Jan 30, 2026

Business

SL Green Defies Office Market Headwinds with Strong Leasing, Sees AI as a Driver, Not a Threat

SL Green Realty Corp. reported robust fourth-quarter results, highlighting vigorous leasing activity driven in part by AI-related demand and sustained Asian investor interest in New York City assets, while outlining a strategic $2.5 billion asset sale plan.

Jan 30, 2026

Business

PlayStudios Shares Tumble as Google's AI 'Project Genie' Rattles Gaming Sector

Shares of PlayStudios fell sharply amid a broad gaming stock sell-off triggered by Google's unveiling of a real-time 3D world-generating AI, raising fears of industry disruption.

Feb 2, 2026

Business

Trump Media's Truth Social Funds to Acquire 'God Bless America' ETF in Rare Industry Move

In an unusual acquisition within the ETF space, the investment arm behind former President Donald Trump's social media platform is set to purchase the conservative-themed 'God Bless America' ETF, significantly expanding its asset base and adding active management to its lineup.

Feb 2, 2026

Business

Jim Cramer: Meta's AI Bet Is Now Paying Off 'In an Extraordinary Way'

CNBC's Jim Cramer highlights a dramatic turnaround for Meta Platforms, arguing its heavy investment in artificial intelligence is fundamentally reshaping the company's trajectory and market perception.

Feb 2, 2026

Business

North Carolina Crowned 'State of the Year' for Business, Marking Third Top Honor Since 2020

Business Facilities magazine has named North Carolina its 'State of the Year' for business climate and economic development, the state's third such win in six years, following a surge of multi-billion dollar investments from tech and manufacturing giants.

Feb 2, 2026

Business

Goldman Sachs Bets $75 Million on AI Audit Startup Fieldguide, Eyeing Professional Services Shift

Goldman Sachs' investment arm leads a major funding round in Fieldguide, an AI platform for auditors and accountants, signaling a strategic push into the automation of professional services and a potential new growth vector for the Wall Street giant.

Feb 2, 2026

Business

Amazon in Talks for Massive $50 Billion OpenAI Stake Amid AI-Driven Restructuring

Amazon is reportedly negotiating a landmark investment of up to $50 billion in OpenAI, a move that would cement its position as a dominant AI investor. The talks coincide with a wave of layoffs—reportedly around 30,000 since October—that management has linked to efficiency gains from automation, raising questions about the balance between AI ambition and workforce impact.

Feb 2, 2026

Business

MicroStrategy's Bitcoin Bet Slips Underwater: A Stress Test for Saylor's High-Stakes Strategy

For the first time since its aggressive accumulation began, MicroStrategy's massive Bitcoin treasury is valued below its average purchase price, incurring over $900 million in unrealized losses. The milestone tests the resilience of CEO Michael Saylor's leveraged conviction play as analysts debate the company's financial fortitude and Bitcoin's near-term path.

Feb 2, 2026

Business

A $21 Million Vote of Confidence: Major Fund Bets on Moelis & Company Amid M&A Lull

Capital Management Corp's significant stake increase in investment bank Moelis & Company is being viewed by market observers as a strategic wager on a potential rebound in mergers and acquisitions activity.

Feb 2, 2026

Business

AMD's Q4 Earnings Preview: Data Center Surge and AI Ambitions Face Market Caution

As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.

Feb 2, 2026

Business

IBM's Quantum Ambition: How a Century-Old Titan Is Outpacing Startups in the Race for Supremacy

While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.

Feb 2, 2026

Business

Robocap Exits Entire NICE Stake Amid AI Pivot and Prolonged Underperformance

London-based investment firm Robocap Asset Management has liquidated its entire $5.1 million position in NICE Ltd., as the cloud software company navigates a challenging strategic shift to AI-centric solutions against a backdrop of significant stock decline.

Feb 2, 2026

Business

The AI Boom's Bill Comes Due: Nvidia's Strategic Pivot and Oracle's $50B Gamble

As the AI revolution matures from software promise to physical infrastructure, two industry giants reveal the staggering capital demands behind the hype. Nvidia tempers expectations on a landmark OpenAI investment, while Oracle unveils a massive fundraising plan, together sketching a future where financing may be as crucial as innovation.

Feb 2, 2026

Business

Burger King Sets Sights on 4,000+ Chinese Restaurants by 2035 in Major Expansion Push

Following the finalization of a joint venture with investment firm CPE, Burger King's parent company RBI has reaffirmed ambitious plans to more than triple its footprint in China over the next decade, backed by a $350 million investment.

Feb 2, 2026

Business

Hussman Strategic Advisors Bets Big on Etsy Turnaround, Boosts Stake to Become Second-Largest Holding

Investment firm Hussman Strategic Advisors has significantly increased its stake in Etsy, signaling strong conviction in the e-commerce platform's recovery strategy and growth potential, particularly from its Depop subsidiary.

Feb 2, 2026